Permissions for the Analytics Embedded App License
The app version that you use determines which permissions are available. After you determine which Salesforce permission set license you have, assign the other permission sets and system permissions to different types of users.
Required Editions
| Available in: Account Engagement Plus, Advanced, and Premium Editions with Salesforce Enterprise Edition or higher |
| Available for an extra cost in legacy Account Engagement Pro and Ultimate Editions with Salesforce Enterprise Edition or higher |
To find out which license you’re using, head over to Salesforce Setup. Open Company Information, and look for the Permission Set License field. To find your connector version, open Account Engagement Settings. Under Account Information, find the Salesforce Connector Version field.This information can help you determine which permissions your B2B Marketing Analytics users need.
If you have the Analytics Embedded Apps permission set license, refer to the following list of permissions.
Connector User, Integration User, and Manage Analytics Users
Permission Set Licenses
- Analytics Embedded App
- CRM User OR Sales User OR Service User
Permission Sets
- Pardot Connector User (for v1 connector) OR Pardot Integration User (for v2 connector)
- CRM User OR Sales Cloud User OR Service Cloud User
- Manage Templated Analytics Apps (custom) or Manage Templated CRM Analytics Apps (custom)
System Permissions
Make sure that the permission set you create to manage templated apps includes these system permissions.
- Create and Edit CRM Analytics Dashboard
- Create B2B Marketing Analytics Apps
- Download CRM Analytics Data
- Edit CRM Analytics Dataflows
- Edit Dataset Recipes
- Manage CRM Analytics Templated Apps
- Upload External Data to CRM Analytics
- Use CRM Analytics
- Use CRM Analytics Templated Apps
Use Analytics Salesforce User
Permission Set Licenses
- Analytics Embedded App
- CRM User OR Sales User OR Service User
Permission Sets
- Pardot Connector User (for v1 connector) OR Pardot Integration User (for v2 connector)
- CRM User OR Sales Cloud User OR Service Cloud User
- Use Templated Analytics Apps (custom) OR Manage Templated CRM Analytics Apps (custom)
System Permissions
Make sure that the permission set you create to use templated apps includes these system permissions.
- Create B2B Marketing Analytics Apps
- Use CRM Analytics
- Use CRM Analytics Templated Apps
